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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $894 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,102 | $37,117-83.6% | $147,614-95.9% | $55,191-88.9% |
| Participation rate | 81.0% | 63.6%+17.4pp | 84.6%-3.6pp | 69.2%+11.8pp |
| Annual return | -0.65% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $858 | $1,620-47.1% | $5,564-84.6% | $1,899-54.8% |
| Participant deferral / active EE | $1,263 | $1,985-36.4% | $4,895-74.2% | $3,046-58.6% |
| Admin fee / account holder | $4 | $86-94.9% | $11,611-100.0% | $91-95.2% |